which was one of five new positions for his portfolio (the other four were Actavis ACT, Amgen AMGN, Facebook FB, and DollarTree Stores DLTR). Of his purchase of United Technologies, Canarkis noted the following in his fund's quarterly letter

(Reuters) - Dollar General Corp could make smaller acquisitions and build its store footprint to better compete with DollarTree Inc , which is poised to become the largest discount retailer after its acquisition of Family Dollar Stores Inc .